Professional
Added to YB: 2024-02-22
Pitch date: 2024-02-21
VIV [bullish]
Telefônica Brasil S.A.
+68.56%
current return
Author Info
No bio for this author
Company Info
Telefônica Brasil S.A., together with its subsidiaries, operates as a mobile telecommunications company in Brazil.
Market Cap
BRL 131.4B
Pitch Price
BRL 24.26
Price Target
14.00 (-66%)
Dividend
3.20%
EV/EBITDA
6.41
P/E
21.93
EV/Sales
2.44
Sector
Diversified Telecommunication Services
Category
growth
Telefônica Brasil S.A.: Revenue Growth and Margin Expansion Remain Impressive
VIV: Q4 growth in wireless & fixed broadband from consolidation & assets; fair value $14 on continued wireless share & bundles despite legacy competition & political risk in Brazil; fiber network of 26M homes to stabilize share; strong balance sheet but historically hindered by price wars; wireless rationalization & scale to boost margins & ROIC.
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